• Broad Financial

Broad Financial

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Overview

Broad Financial has a rating of 4.9 stars from 818 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with Broad Financial most frequently mention customer service. Broad Financial ranks 447th among Personal Finance sites.

Positive reviews (last 12 months): 100%
Positive
14
Neutral
0
Negative
0
How would you rate Broad Financial?
Top Positive Review

“Seven years in their Solo 401k with Excellent Service”

Timothy A.
9/9/24

In my most recent phone call in September of 2024, the staff was knowledgeable, professional, patient and answered my questions in just a few minutes. Their annual updates are very helpful as well and worth the cost.

Top Critical Review

“BE WARY”

Mary D.
3/13/23

After making a deposit, I found that I was not receiving the same level of success with the other areas of their service. Specifically, obtaining refunds became a challenging task, and there were requests for additional funds, which made me skeptical about the legitimacy of the service. Consequently, I decided to switch to fundlabllc,com as they have a reliable platform that consistently provides payouts. My experience with the previous service was disappointing, to say the least. Despite making a deposit, I did not receive the same level of success with their other services. The process of obtaining refunds became increasingly difficult, which led me to doubt the authenticity of the service. I started receiving requests for additional funds, which further fueled my suspicion that I was being scammed. After much contemplation, I decided to switch to fundlabllc,com, which has a reputable platform known for providing consistent payouts. Since making the switch, I have had a much better experience with their service. The platform is user-friendly, and I have not encountered any issues with obtaining refunds or receiving requests for additional funds. Overall, my decision to switch to fundlabllc.com has been a wise one, and I would highly recommend their services to anyone seeking a reliable and trustworthy investment platform.

Reviews (818)

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Bruce J.
0 reviews
0 helpful votes
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July 29th, 2016
Verified purchase

Jay was great and helped me through the process to set up my SDI.
Thank you!

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MicroFirm N.
0 reviews
0 helpful votes
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Gary G.
0 reviews
0 helpful votes
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Madison P.
0 reviews
0 helpful votes
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July 10th, 2019
Verified purchase

Overall it was good. I had recommended to a few other people.

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Cherie K.
0 reviews
0 helpful votes
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Doug S.
0 reviews
0 helpful votes
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September 5th, 2017
Verified purchase

Very helpful and professional service, I recommending them.

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Jason M.
0 reviews
0 helpful votes
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August 31st, 2017
Verified purchase

Jeff was great at explaining the process and everything has gone smoothly so far.

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Steven T.
0 reviews
0 helpful votes
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June 16th, 2016
Verified purchase

Jeff took care of me quickly and efficiently. Great experience!

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Duran X.
0 reviews
0 helpful votes
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June 16th, 2016
Verified purchase

Questions asked were answered, not much else you can expect.

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Nina F.
0 reviews
0 helpful votes
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July 1st, 2019
Verified purchase

This is the fastest time I have ever done with your company.

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Cindy Z.
0 reviews
0 helpful votes
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August 2nd, 2017
Verified purchase

Not sure I fully understand the expedited fees, since you still had to hold my check for 5 days.

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Victor A.
0 reviews
0 helpful votes
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June 28th, 2017
Verified purchase

Great expeditious service. Very friendly and knowledgeable staff.

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Carol F.
0 reviews
0 helpful votes
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October 22nd, 2015
Verified purchase

Quick response, great customer service. Answered all questions with quality follow through.

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Richard I.
0 reviews
0 helpful votes
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June 8th, 2017
Verified purchase

Difficulty reaching customer service by phone or in real time.

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Timothy I.
0 reviews
0 helpful votes
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Qiuni O.
0 reviews
0 helpful votes
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October 22nd, 2015
Verified purchase

Broad Financial makes the process of establishing a self-directed 401(k) fast and stress-free.

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Frank Z.
0 reviews
0 helpful votes
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April 21st, 2016
Verified purchase

I would highly recommend broad financial to anyone interested in taking control of their finances.

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Michael U.
0 reviews
0 helpful votes
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April 27th, 2017
Verified purchase

They answered all of my questions in a timely manner. Thrilled about service

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Chad B.
0 reviews
0 helpful votes
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March 30th, 2017
Verified purchase

Professional, well-organized, efficient, and helpful. Thank you.

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Paul D.
0 reviews
0 helpful votes
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April 6th, 2016
Verified purchase

Love it, great service, answered all of my questions in a timely manner.

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Alvin H.
0 reviews
0 helpful votes
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February 14th, 2017
Verified purchase
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Walter W.
0 reviews
0 helpful votes
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February 20th, 2017
Verified purchase

Great folks to work with. Took care of all our needs and questions!

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Mark D.
0 reviews
0 helpful votes
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February 22nd, 2017
Verified purchase

Quick and easy. Strong customer relations service.

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Randy L.
0 reviews
0 helpful votes
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June 28th, 2016
Verified purchase

Very timely and efficient. Broadfinancial did what they said they would with no surprises.

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Thomas J.
0 reviews
0 helpful votes
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October 30th, 2015
Verified purchase

The team was very helpful every step of the process. Thxs

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Brian B.

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